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The "Anti-Seminar" System for Dual-Licensed Advisors

We install a predictable pipeline of 10-15 pre-qualified annuity appointments into your calendar every month. No cold calling. No dinner plates.

Strategies used by top producers at

LPL FinancialRaymond JamesNorthwestern MutualEdward JonesMerrill

Is Annuity AI Right For You?

We are not a lead vendor. We are a growth partner. This system is engineered for a specific type of advisor.

Who This Is NOT For

  • Insurance-only agents (No securities license)
  • Advisors looking for $20 shared leads
  • Those unwilling to invest in their business
  • Advisors who don't have a sales process

Who This IS For

  • Dual-Licensed Advisors (Series 65/66 + Life)
  • Advisors ready to handle 10+ new appointments/mo
  • Those tired of the 'dinner seminar' grind
  • Advisors who want a predictable, scalable system

The "Inbound-Only" Ecosystem

Stop chasing. Start attracting. Here is how we fill your calendar.

1. High-Intent Targeting

We target high-net-worth individuals (55+) actively searching for "retirement income," "tax reduction," and "wealth protection" on platforms they trust.

2. The Education Funnel

Prospects watch a 15-minute educational VSL that frames YOU as the authority. They must pass a qualification quiz before they can even see your calendar.

3. Exclusive Appointments

You wake up to booked appointments. No chasing. No shared leads. Just qualified prospects who know who you are and want your help.

Results That Speak For Themselves

Join the top 1% of advisors scaling with Annuity AI

Join Other Successful Advisors

Real results from our financial advisors & executives

Verified
"I've closed $70,000 in annuity commissions after spending only $10,000 on ads. The system is working exactly as promised."
David Swanson

David Swanson

President & CEO

Verified
"We've had so many leads that my two partners and I are inundated. We're now booking 4-6 appointments a week on autopilot."
Scott Abry

Scott Abry

Managing Partner

Verified
"In my first 6 days, I pulled in 11 qualified leads."
Eddy Gifford

Eddy Gifford

Financial Advisor

Verified
"Generated 55 qualified prospects in just 3 weeks with a 25% booking rate. I have over $7.2M in investable assets in my pipeline."
Joseph Gissy

Joseph Gissy

Founder & Advisor

Frequently Asked Questions

Are these leads shared with other advisors?
Absolutely not. Every lead is generated under your brand (or a generic brand we build for you) and booked directly onto your calendar. You own the data exclusively.
Do I need to be tech-savvy?
No. We build the entire system for you. We set up the ads, the landing pages, the automations, and the calendar. You just show up to the appointments.
Is there a long-term contract?
We operate on a 6-month initial agreement because building a pipeline takes time. However, we have performance guarantees in place to ensure you're protected.
What is the cost?
The investment varies based on your territory and ad spend capacity. We recommend a minimum marketing budget of $3k/mo (paid to Facebook/Google) plus our management fee. Take the assessment to see if you qualify.

Check Availability In Your Territory

We limit the number of advisors we work with to prevent saturation.
Take the 2-minute assessment to see if your area is open.